EP Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Sell |
80,316
-2,911
| -3% | -$254K | 0.05% | 224 |
|
|
2025
Q1 | $6.71M | Sell |
83,227
-2,484
| -3% | -$200K | 0.05% | 189 |
|
|
2024
Q4 | $7.66M | Buy |
85,711
+1,300
| +2% | +$116K | 0.06% | 174 |
|
|
2024
Q3 | $7.54M | Buy |
84,411
+81,872
| +3,225% | +$7.32M | 0.06% | 177 |
|
|
2024
Q2 | $208K | Buy |
2,539
+120
| +5% | +$9.84K | ﹤0.01% | 751 |
|
|
2024
Q1 | $206K | Buy |
2,419
+730
| +43% | +$62.1K | ﹤0.01% | 730 |
|
|
2023
Q4 | $137K | Sell |
1,689
-291
| -15% | -$23.6K | ﹤0.01% | 753 |
|
|
2023
Q3 | $141K | Buy |
+1,980
| New | +$141K | ﹤0.01% | 705 |
|